TCV Trust & Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Sell |
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|
2025
Q1 | $5.31M | Sell |
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|
2024
Q4 | $5.64M | Sell |
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|
2024
Q3 | $5.65M | Sell |
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|
2024
Q2 | $5.43M | Buy |
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|
2024
Q1 | $5.47M | Sell |
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|
2023
Q4 | $5.42M | Sell |
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|
2023
Q3 | $4.84M | Sell |
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|
2023
Q2 | $5.11M | Sell |
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|
2023
Q1 | $4.94M | Sell |
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|
2022
Q4 | $4.86M | Sell |
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|
2022
Q3 | $4.56M | Sell |
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|
2022
Q2 | $4.93M | Sell |
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|
2022
Q1 | $6.05M | Sell |
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|
2021
Q4 | $6.64M | Sell |
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|
2021
Q3 | $6.39M | Sell |
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|
2021
Q2 | $6.57M | Sell |
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|
2021
Q1 | $6.29M | Sell |
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|
2020
Q4 | $6.03M | Sell |
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|
2020
Q3 | $5.06M | Sell |
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|
2020
Q2 | $4.75M | Sell |
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|
2020
Q1 | $3.91M | Sell |
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|
2019
Q4 | $5.57M | Sell |
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|
2019
Q3 | $5.43M | Sell |
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|
2019
Q2 | $5.5M | Sell |
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|
2019
Q1 | $5.33M | Sell |
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|
2018
Q4 | $4.62M | Sell |
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|
2018
Q3 | $6.38M | Sell |
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|
2018
Q2 | $6.24M | Sell |
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|
2018
Q1 | $6.22M | Sell |
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|
2017
Q4 | $6.38M | Buy |
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|
2017
Q3 | $6M | Sell |
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|
2017
Q2 | $5.96M | Sell |
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|
2017
Q1 | $5.85M | Sell |
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|
2016
Q4 | $5.68M | Hold |
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|
2016
Q3 | $5.54M | Buy |
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|
2016
Q2 | $5.34M | Sell |
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|
2016
Q1 | $5.21M | Sell |
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|
2015
Q4 | $5.13M | Buy |
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|
2015
Q3 | $4.98M | Sell |
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|
2015
Q2 | $5.47M | Sell |
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|
2015
Q1 | $5.6M | Sell |
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|
2014
Q4 | $5.42M | Buy |
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|
2014
Q3 | $5.12M | Buy |
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|
2014
Q2 | $5.25M | Buy |
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|
2014
Q1 | $4.92M | Sell |
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|
2013
Q4 | $4.78M | Sell |
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|
2013
Q3 | $4.52M | Sell |
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|
2013
Q2 | $4.33M | Buy |
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